TechFlow News, February 26: According to Bitget data, NVIDIA (NVDA.O) has extended its decline to 5%, currently trading at $186.22.
The stock closed Wednesday at its highest level in three months. Yet its upbeat earnings failed to boost investor sentiment, as growing numbers of investors express concerns about returns on massive investments in the AI sector.
This market reaction reflects increasing scrutiny over whether NVIDIA’s record-breaking growth momentum can be sustained—given that competitors are launching new AI accelerators, large enterprises are investing in custom chips, and spending cycles across the entire AI sector have become more uneven.
JPMorgan analysts stated in a report: “This broad-based reaction suggests investors still seek more clarity. We believe it relates to lingering uncertainty regarding NVIDIA’s data center business growth outlook for fiscal year 2027—particularly in light of significantly increased capital expenditure budgets from major customers.” (Jinshi)
